StrongBox Wealth’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
2,759
| – | – | 0.11% | 80 |
|
|
2025
Q1 | $291K | Hold |
2,759
| – | – | 0.12% | 79 |
|
|
2024
Q4 | $294K | Buy |
+2,759
| New | +$294K | 0.12% | 74 |
|
|
2022
Q1 | – | Sell |
-7,117
| Closed | -$828K | – | 98 |
|
|
2021
Q4 | $828K | Sell |
7,117
-110
| -2% | -$12.8K | 0.41% | 58 |
|
|
2021
Q3 | $840K | Buy |
7,227
+170
| +2% | +$19.8K | 0.47% | 55 |
|
|
2021
Q2 | $827K | Hold |
7,057
| – | – | 0.47% | 52 |
|
|
2021
Q1 | $819K | Buy |
7,057
+270
| +4% | +$31.3K | 0.51% | 50 |
|
|
2020
Q4 | $795K | Buy |
6,787
+218
| +3% | +$25.5K | 0.52% | 46 |
|
|
2020
Q3 | $762K | Buy |
6,569
+387
| +6% | +$44.9K | 0.56% | 45 |
|
|
2020
Q2 | $713K | Sell |
6,182
-233
| -4% | -$26.9K | 0.65% | 48 |
|
|
2020
Q1 | $725K | Buy |
+6,415
| New | +$725K | 0.82% | 38 |
|